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Intuitive Machines is an American company headquartered in Houston, Texas. It was founded in 2013 by Stephen Altemus, Dr. Kam Ghaffarian, and Dr. Tim Crain. Intuitive Machines provides lunar delivery, data transmission, and infrastructure services to Open Access to the Moon for the Progress of Humanity™. Social media mentions are up 107% in the past 24h.
We are the world's first and largest Bitcoin Treasury Company, and the largest independent, publicly traded business intelligence company. We provide cloud-native, AI-powered enterprise analytics software to thousands of global customers, and leverage 35+ years of software expertise to explore innovation in Bitcoin applications. We believe the combination of our operating structure, Bitcoin strategy, and focus on technology innovation provides a unique opportunity for value creation. We rebranded from MicroStrategy to Strategy in February 2025. Social media mentions are up 500% in the past 24h.
BBAR is Argentina’s oldest financial institution, established in 1886, providing financial services to retail and commercial customers. It has been riding a wave of growth as the President of the country has brought prosperity back to the economy with reforms, tax cuts, and a business friendly focus. It trades at 13x earnings, 1.5x book and supports a 20% ROE. Cash reserves have been growing, while paying a dividend with a payout ratio under 15% of cash flow. We recommend setting a stop-loss at $15, looking to achieve $28 — upside potential over 40%. Yield 2.0%
(Analysts’ price target is $28.67)PRG is in the business of leasing furniture and electronics to retail customers. Recent reported earnings showed a 9% increase in lease revenues and a 200% increase in net income. Analysts forecast annual EPS growth over 11% over the next five years. It trades at 7x earnings, under 2x book and supports a ROE of 31%. We recommend setting a stop-loss at $25, looking to achieve $43 — upside potential over 50%. Yield 1.7%
(Analysts’ price target is $43.33)GCT is an Asian based online platform linking manufacturers with customers in America and Europe. It has seen phenomenal growth in the past years — merchandise volume up 80% last year — and analysts foresee EPS growth of 27% annually over the next five years. The threat of tariffs on the business has now been factored into the share price. It trades at 5x earnings, under2x book and supports a ROE of 39%. We recommend setting a stop-loss at $14, looking to achieve $24 — upside potential over 28%. Yield 0%
(Analysts’ price target is $50.33)Our PAST TOP PICK with BDI has triggered its stop at $8.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 8%, when combined with our previous guidance.
Our PAST TOP PICK with PBR has triggered its stop at $13.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 3%, when combined with our previous guidance.
Our PAST TOP PICK with PARR has triggered its stop at $14.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 14%, when combined with our previous guidance.
The answer is "very little". If these tariffs really go on, and if they go on big (25% across the board), and if they're lasting, and if this is really their game plan, the playbook is going to be deeply recessionary. It'll be deeply recessionary for Canada, and could be recessionary for the US as well.
It won't be a question of what should you own. It'll be more a question of what should be sold. You'll want to really bring down your equity allocation.
People want to know if this is really going to happen. Anything can, and we're certainly in uncertain territory. As your anchor, look at Scott Bessent's 3-3-3 plan. This involves 3% GDP Growth, 3% debt to GDP (very deflationary), and 3M more barrels. Looking at the US, its biggest priorities are to grow and to cover their debt. If they don't get in front of that debt, at some point it's going to be calamitous. They're never going to get in front if it if that economy doesn't grow. Getting from 2% to 3% is not going to happen with tariffs.
A lot of it is the antics of negotiation, and he doesn't want to be wrong and misallocated in portfolios. But 3 months from now, he'd gamble that we'll be out of the tariff woods.
Fentanyl at the border, the Arctic, and paying our fair share of NATO. The trick will be that if tariffs are put on, the waiting game begins of how long will they last? If they are put on, markets will just drift down and down and down.
He believes that at some point the Trump administration will cry uncle and lift them, because tariffs weren't actually their primary motivation. His guess is that tariffs will last 2-3 days or weeks, and then Donald will move on to something else.
Just had significant miss in the segment that's 40% of its business. Q4 was way worse than feared. Overreaction to downside. Thinks earnings have likely bottomed, as he thinks tariffs won't happen. Looks really good at 11x 2026 earnings, with 18% EPS growth rate for 2025-2027 -- really nice PEG ratio. At 8.3x, cheaper than peers.
The proposed, and then reversed, move to the US is just noise. Good growth stock, buy when weak but not if we're going into a recession. He's more inclined to buy now than to wait for Tariff Tuesday next week.
He just trimmed target due to additional capex. EBITDA up 10%, nice. He is worried about tariffs on this name. Always trades a bit pricey. Expects 11% EPS growth, trades at 19.5x. Could probably get cheaper, but good grower over time.
If you think tariffs will go away, good technical level to start nibbling at.
